See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,232 | $106,515-46.3% | $96,683-40.8% | $139,434-59.0% |
| Participation rate | 90.9% | 77.8%+13.1pp | 74.3%+16.6pp | 80.3%+10.6pp |
| Annual return | 17.58% | 38.43%-20.8pp | 35.69%-18.1pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,831 | $4,103-31.0% | $3,737-24.2% | $4,751-40.4% |
| Participant deferral / active EE | $3,921 | $5,454-28.1% | $4,878-19.6% | $6,710-41.6% |
| Admin fee / account holder | $123 | $7,877-98.4% | $6,730-98.2% | $11,403-98.9% |